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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,599 | $427,750-85.1% | $416,308-84.7% | $484,799-86.9% |
| Participation rate | 72.7% | 94.2%-21.5pp | 93.1%-20.3pp | 91.1%-18.4pp |
| Annual return | 13.07% | 8.17%+4.9pp | 8.83%+4.2pp | 5.95%+7.1pp |
| Employer contribution / active EE | $2,841 | $24,272-88.3% | $24,478-88.4% | $27,493-89.7% |
| Participant deferral / active EE | $5,333 | $13,509-60.5% | $13,255-59.8% | $6,572-18.9% |
| Admin fee / account holder | $5,555 | $15,117-63.3% | $14,896-62.7% | $18,209-69.5% |